20 September 2023//2 minute read Last updated 26 July 2024
Although Band Pencil doesn't have a dedicated quoting tool we've made it super easy to send booking acceptance contracts to your clients. Here's a straightforward step-by-step guide on how to do it:
Create a New Event:
Start by adding a new event in Band Pencil (if a client has enquired through the lead capture form, this information will already be in Band Pencil).
Enter all the necessary event details.
Add your Client:
Next, add your client to the event (if the client enquired through the lead capture form, this information will already be in Band Pencil).
Generate an Invoice:
Create an invoice for the event. This is where you can list the services or items you're quoting.
Create a Contract:
Assign a contract to the event and give it a title like "Quote Agreement."
Include the specific terms and conditions for the quote within this contract.
Send the Quote to the Client:
Send an email to the client, providing them with access to the Client Portal.
In the Client Portal, they can view all the event details, the invoice, and the contract titled 'Quote Agreement' contract.
If they're satisfied with the quote and terms, they can digitally sign the Quote Agreement contract.
Pro Tip: To make your quoting process even more efficient, you can create contract templates and email templates that you can reuse for future quotes.
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